Financial credentials
- Master in Business Administration
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
46 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1999-present
- Sales, EAB Financial Strategies, 1998-1999
- Supervisor, Nat West Investor Services, 1988-1997
Education
- MBA, Adelphi University
- BA, St. Bonaventure University
Personal interests and affiliations
- Rockville Centre Little League Softball Coach
- Rockville Centre St Patrick's Day Parade Charitable Committee